Estate Planning Blog

How are Retirement Plans Handled in an Estate Plan?

May 17, 2024

Many an estate plan has gone awry due to a misunderstanding of how retirement plan benefits work or a failure to consider retirement plan beneficiary designations as part of an overall estate plan.

Estate Planning

An Estate Plan Question: How Do My Heirs Receive Their Money?

May 15, 2024

This article explores trusts, distribution methods, and how a trust can make it easier or harder for heirs to receive the money.

Estate Planning

Why Estate Planning for Veterans and Active Military Is Important and What Documents are Essential

May 13, 2024

This article explores the importance of estate planning for veterans and active military personnel and the essential documents to include in your estate plan.

Estate Planning

Why are Inheritance Conversations Necessary?

May 10, 2024

Death and money aren’t fun subjects to bring up over dinner. However, families who make time for that awkward chat now can spare deep regrets and potentially millions in lost dollars.

Estate Planning

Safeguarding against Financial Exploitation: Estate Planning for Cognitive Decline

May 8, 2024

As family members and caregivers notice signs of cognitive decline in loved ones, it is essential to take proactive steps to safeguard assets. Seeking guidance from an elder law attorney to navigate complex planning issues as well as guard against financial exploitation reduces vulnerability to fraud.

Estate Planning

Inheritance Trends: How They May Affect Today’s and Tomorrow’s Estate Planning

May 6, 2024

We look at the latest research findings offering valuable insights into the inheritance trends impacting today’s and tomorrow’s estate planning strategies.

Estate Planning

Why Estate Planning Is Essential for Small Business Owners

May 3, 2024

Your business, likely your most valuable asset, deserves careful consideration within your estate plan to ensure a smooth transition of ownership and management in the event of incapacity or death.

Estate Planning

Trust Dynamics: Insights on Avoiding Trouble with Your Trustee

May 1, 2024

Trusts are a smart and well-known estate planning tool that names or appoints a trustee to administer and distribute the assets according to the terms. However, how often do estate owners ask, “What if something goes wrong, and the trustee breaches their duties?”

Estate Planning

The Mystery of Trusts: What Your Estate Planning Attorney Wishes You Knew

April 29, 2024

Understanding trusts and their tax nuances can empower you to make informed decisions regarding the type of trust you choose for your estate planning purposes.

Estate Planning

Estate Planning for Gen Xers and Aging Parents: For Financial Peace of Mind

April 26, 2024

Many Generation Xers are in a unique position, “sandwiched” between raising their children and caring for aging parents. A proactive estate plan can help alleviate financial burdens and smooth aging parents' path into retirement for both generations.

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